Beneficial Ownership Report · SCHEDULE 13G/A
Andersen Group Inc.
ANDGNYSEEQUITYCurrent
Beneficial Ownership Report
Structured filing — SCHEDULE 13G/A
primary_doc.xml
Amendment · This filing reports the amendment as submitted.
Subject company
- Company
- ANDERSEN GROUP INC
- Company CIK
- 0002065708
- Street
- 333 BUSH ST STE 1700
- City
- SAN FRANCISCO
- State / country code
- CA
- Postal code
- 94104
Statement details
- Amendment number
- 1
- Security class
- Common Stock
- Event date
- 09/30/2026
- Rule designation
- Rule 13d-1(b)
Reporting person 1
- Name
- Kayne Anderson Rudnick Investment Management, LLC
- Citizenship / organization
- CA
- Reporting person type
- IA
- Aggregate amount owned
- 1,437,675.00
- Percent of class
- 7.8
- Sole voting power
- 753,844.00
- Shared voting power
- 328,642.00
- Sole dispositive power
- 1,109,033.00
- Shared dispositive power
- 328,642.00
- Aggregate excludes certain shares
- N
Item 1
Issuer
ANDERSEN GROUP INC
Principal executive office address
333 BUSH ST STE 1700, SAN FRANCISCO, CA, 94104
Item 2
Citizenship
Kayne Anderson Rudnick Investment Management, LLC - CALIFORNIA
Filing person
Kayne Anderson Rudnick Investment Management, LLC
Principal business or residence address
Kayne Anderson Rudnick Investment Management, LLC - 2000 Avenue of the Stars, Suite 1110, Los Angeles, CA 90067, United States
Item 3
Not applicable indication
N
Type of filing person
IA
Item 4
Percent of class
7.8
Amount beneficially owned
1,437,675
Sole voting power
753,844
Shared voting power
328,642
Sole dispositive power
1,109,033
Shared dispositive power
328,642
Item 5
Not applicable indication
Y
Item 6
Not applicable indication
Y
Item 7
Not applicable indication
Y
Item 8
Not applicable indication
Y
Item 9
Not applicable indication
Y
Item 10
Not applicable indication
N
Certifications
By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under § 240.14a-11.
Signature 1
- Reporting person
- Kayne Anderson Rudnick Investment Management, LLC
- Signed
- /s/Michael Shoemaker
- Title
- Chief Compliance Officer
- Date
- 11/12/2026
Company context
We are a leading provider of independent tax, valuation and financial advisory services to individuals and family offices, businesses and institutional clients in the United States. We have strategically expanded our business to build an integrated platform of service offerings that enables us to solve our clients’ most complex tax and financial challenges. The success of our approach is reflected in our consistent growth to date, having delivered a revenue compound annual growth rate (CAGR) of 15% since 2003, the first full fiscal year following our formation, through December 31, 2025. We have achieved this by delivering specialized technical expertise combined with practical advice, supported by our widely recognized and strong firm culture, integrated services offerings and global capabilities. Our global reach is facilitated through our membership in Andersen Global, a Swiss association of over 300 member and collaborating firms.
Current securities
Recent company filings
- Unregistered Sales of Equity SecuritiesNov 13, 2026
- 10-Q filingNov 12, 2026
- Results of Operations and Financial Condition · Regulation FD DisclosureNov 12, 2026
- SCHEDULE 13G/A - filed by ROYCE & ASSOCIATES LP regarding Andersen Group Inc.Oct 29, 2026
- SCHEDULE 13G/A - filed by FRANKLIN TEMPLETON INC regarding Andersen Group Inc.Oct 28, 2026